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Blue Barn Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Blue Barn Wealth’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,937
Closed -$213K – 152
2024
Q4 		$213K Sell
2,937
-482
-14% -$37.1K 0.11% 135
2024
Q3 		$292K Buy
3,419
+139
+4% +$11.4K 0.15% 104
2024
Q2 		$258K Buy
3,280
+281
+9% +$22.9K 0.14% 102
2024
Q1 		$264K Buy
2,999
+206
+7% +$17.3K 0.15% 95
2023
Q4 		$221K Sell
2,793
-319
-10% -$23.4K 0.13% 104
2023
Q3 		$232K Sell
3,112
-42
-1% -$3.33K 0.15% 104
2023
Q2 		$255K Sell
3,154
-51
-2% -$4.03K 0.17% 98
2023
Q1 		$247K Sell
3,205
-549
-15% -$42.4K 0.15% 101
2022
Q4 		$280K Buy
3,754
+231
+7% +$17.4K 0.18% 84
2022
Q3 		$235K Buy
3,523
+441
+14% +$33.3K 0.17% 93
2022
Q2 		$215K Buy
3,082
+57
+2% +$4.13K 0.16% 103
2022
Q1 		$250K Buy
3,025
+144
+5% +$10.8K 0.17% 95
2021
Q4 		$207K Buy
+2,881
New +$210K 0.14% 121

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Barn Wealth's CP Position: Q1 2025 in Review

Blue Barn Wealth sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 2,937 shares — an estimated $213K sold.

Blue Barn Wealth first reported a position in CP in Q4 2021 and held it in 13 quarters. The position peaked at $292K in Q3 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

  • Blue Barn Wealth reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 2,937 Canadian Pacific Kansas City shares in Q1 2025, an estimated $213K.
  • Blue Barn Wealth first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 13 quarters.
  • Blue Barn Wealth's Canadian Pacific Kansas City position peaked at $292K in Q3 2024.
  • 972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Blue Barn Wealth's 13F filing for Q1 2025, filed 9 May 2025.